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Apollo Global Management

141 hedge funds and large institutions have $1.82B invested in Apollo Global Management in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

0.54% more ownership

Funds ownership: 62.85%63.39% (+0.54%)

3% less funds holding

Funds holding: 145141 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

20% less capital invested

Capital invested by funds: $2.27B → $1.82B (-$450M)

38% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $26.6M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
16
Increased
53
Reduced
42
Closed
19
Calls
$16.6M
Puts
$26.6M
Net Calls
-$10M
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
Baldwin Wealth Partners
Massachusetts
$222K
AWCI
102
Alpine Woods Capital Investors
New York
$215K -$757K -38,000 -75%
WEC
103
Winslow Evans & Crocker
Massachusetts
$209K -$5.02K -252 -2%
AIG
104
American International Group
New York
$208K +$29.2K +1,467 +14%
JPTCCM
105
J.P. Turner & Co Capital Management
Georgia
$194K +$27.3K +1,370 +13%
Stifel Financial
106
Stifel Financial
Missouri
$191K +$16.2K +812 +8%
MNBTD
107
Moody National Bank Trust Division
Texas
$178K
ANRIA
108
American National Registered Investment Advisor
Texas
$177K
RC
109
RBF Capital
California
$172K
CPA
110
Cowen Prime Advisors
New York
$158K +$120K +6,000 +188%
GWM
111
Gupta Wealth Management
California
$137K +$159K +8,000 New
ST
112
Spot Trading
Illinois
$94K +$108K +5,411 +11,763%
TFA
113
Transamerica Financial Advisors
Florida
$90K +$9.96K +500 +11%
FCCM
114
First City Capital Management
Georgia
$51.5K
WA
115
Waverly Advisors
Alabama
$49K +$1.27K +64 +2%
DADC
116
D.A. Davidson & Co
Montana
$44K
HCM
117
Horrell Capital Management
Arkansas
$41K
Creative Planning
118
Creative Planning
Kansas
$36K +$41.8K +2,100 New
US Bancorp
119
US Bancorp
Minnesota
$34K -$43.3K -2,175 -52%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$22K -$166K -8,350 -87%
CFSG
121
Community Financial Services Group
Vermont
$21K
PSUF
122
People's United Financial
Connecticut
$18K -$29.9K -1,500 -59%
WRM
123
Westport Resources Management
Connecticut
$13K -$1.99K -100 -11%
WA
124
WFG Advisors
Texas
$12K +$299 +15 +2%
AA
125
ALPS Advisors
Colorado
$9.47K +$11M +551,083 New

APO Hedge Fund Activity: Q3 2015 in Review

141 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apollo Global Management (APO) for Q3 2015, worth a combined $1.82B — down 20% from $2.27B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APO and 16 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 53 added.

The largest buyer was Goldman Sachs, adding an estimated $58.8M. The largest seller was ING Group, cutting an estimated $57.5M.

  • 141 institutional investors held Apollo Global Management (APO) as of Q3 2015, down from 145 in Q2 2015.
  • Funds reported $1.82B of Apollo Global Management stock for Q3 2015, down 20% quarter-over-quarter.
  • 16 funds opened new Apollo Global Management positions in Q3 2015 and 19 closed out, a net change of -3 holders.
  • The largest Apollo Global Management buyer in Q3 2015 was Goldman Sachs, an estimated $58.8M added.
  • The largest Apollo Global Management seller in Q3 2015 was ING Group, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2015.